by CData Arc Marketing | July 03, 2018

Featured Integration: Box

Improve efficiency across the applications you use every day by automating workflow integrations between them and Box's leading cloud content management solution. With CData Arc you can process new files from your CRM, ERP, and other applications and then centralize files and data into a secure managed file store like Box.

Here are a few examples of how CData Arc can enhance your integration with Box:

  1. Improve collaboration for your sales team: Use Box as a central library for files associated with contacts, accounts, and opportunities in your CRM. CData Arc migrates relevant customer information and organizes it into corresponding folders in your document store. Whether you need to review and approve a sales contract or build and deliver a sales presentation, documents are centralized and searchable in a virtual file system so you easily share and collaborate on documents throughout the sales pipeline.

  2. Automate data loading from applications to Box: Extract data from applications in flat file documents (CSV, TSV, etc) and share them across a common Box repository for backup and reporting. For instance, ArcESBomate the process of importing lead lists from shared Box folders to your CRM or Marketing Automation platform, or it can be used to export from those platforms to a shared Box folder for archiving and backup.

  3. Streamline file management: Aggregate files from across the applications you use in your enterprise and consolidate them to Box. For instance, when a new attachment is received in Gmail or Outlook, automatically save it to Box. Besides email, you can integrate Box with other enterprise content management systems, such as SharePoint and Google Drive, and use Box as your primary storage service. Whatever the file type--from Microsoft Word or Google Docs to Microsoft Powerpoint or Google Slides--and wherever its location, CData Arc easily moves file in and out of Box.

Discover how together Box and CData Arc can streamline your document processes. Learn more about the Box Connector on our website here, and sign up for a 30-day trial of CData Arc to see why over 15,000 customers trust us for their data integration and secure managed file transfer needs: